Family business and legacy adviser

Who is Family Champion Coaching for?

Family Champion Coaching

“Are YOU a Family Champion?”

Who is Family Champion Coaching for?

Family Champion Coaching is for individuals who are part of a business family.
You may work in your family business, or maybe you don’t…
You’re concerned that your family should be talking about important subjects regarding the future and how the rising generation is going to handle the family wealth in the future.
There are lots of “elephants in the room” that nobody wants to talk about. You see them, surely the others know that they’re there too!
But those discussions aren’t easy to start, and so they aren’t really happening like they should.  The people involved could be your parents, your siblings, or even your spouse.
You know that this needs to happen, but you feel so alone. Well you aren’t alone when you have your own personal coach right beside you.

What is a Family Champion?

If you are still reading, then YOU are very likely a Family Champion.

If it feels like this is you, the first thing you should do is order this book: https://www.thefbcg.com/publications/family-champions/ Or maybe read this blog I wrote about the subject: https://stevelegler.com/2019/03/02/the-unsung-role-of-family-champions/

Listen to a 10-minute interview that Steve did with Joshua Nacht, the book’s author, for the Family Firm Institute’s weekly publication The Practitioner:  https://ffipractitioner.org/7320-2/

Steve and Joshua will be leading a session at the upcoming Rendez Vous of the Purposeful Planning Institute in Denver in July 2019, entitled “How Can Advisors Support Family Champions to Build ChampionFamilies?”

Click here for more info

What is Family Champion Coaching?

An opportunity to work with a coach who gets where you are coming from and what you are dealing with.
A coach who understands family business and business families, and all of the obstacles involved.

Someone who will listen to you, without judgement, and guide your next steps, as you work to get the family moving in important directions.

Who’s this Family Champion Coach?

Steve Legler was born into a family business and married into another one.  Half his life ago, he got his MBA to eventually take over his Dad’s business, but things changed quickly when the company was sold.
He has managed his own family’s family office and now works with business families to help them with issues around family alignment and family governance.
He is trained as a coach, facilitator and mediator, and holds the following designations in the family business field:
  • FEA: Family Enterprise Advisor
  • ACFBA: Advanced Certificate in Family Business Advising
  • ACFWA: Advanced Certificate in Family Wealth Advising
  • TPN: Third-Party Neutral
He does group facilitation with families, helping them with things like family alignment and governance.
But now he is moving into individual, One-on-One Coaching, but staying in the Family Enterprise field.
You can get to know him better by going to his website, https://shiftyourfamilybusiness.com/, where you could literally spend days reading his blogs and watching his videos on the subject of enterprising families and their challenges around intergenerational wealth transitions.
Maybe you should start by checking out this video he made on the subject:

Book Steve

Call Steve

How does Family Champion Coaching work?

– Twice Monthly coaching calls over Zoom
One-on-One calls during which we discuss your obstacles, progress, and challenges
45 – 60 minutes
– Weekly email check-ins
I send you a weekly check-in email, staying in touch, reminding you of things we’ve discussed and actions that you talked about taking
You send me emails as you like, giving you the chance to organize your thoughts and “journal” ideas that we can share
– Readings and resources
As needed and desired by you, I can provide books and articles that are of interest and we can review how they affect you and your family and how you can involve other family members going forward

What will I get out of it?

– A coach who understands you and who will be there, “with you”
– A coach who will listen to you, without judgement
– A sounding board and thinking partner
– Someone who will keep you accountable to the promises that you make to yourself
– A cheerleader who will remind you of your strengths
Mostly, you’ll have someone by your side, to help get you “unstuck” and through the inertia you feel.
Someone who will help take you from where you are to where you want to be.

How much will I need to invest in Family Champion Coaching?

For a limited time, Steve is offering the following rates, for those who sign up by April 15, 2019, valid for all of 2019.
$ 275 / month
         or
$ 725 for 3 months
(Additional discounts available for longer commitments and engagements)

How does Family Champion Coaching work?

Twice Monthly coaching calls over Zoom

One-on-One calls during which we discuss your obstacles, progress, and challenges
45 – 60 minutes

Weekly email check-ins

I send you a weekly check-in email, staying in touch, reminding you of things we’ve discussed and actions that you talked about taking
You send me emails as you like, giving you the chance to organize your thoughts and “journal” ideas that we can share

Readings and resources

As needed and desired by you, I can provide books and articles that are of interest and we can review how they affect you and your family and how you can involve other family members going forward

Possible Resources and Content for Family Champions:

What Resources and Content are Included?

Because every Family Champion is faced with a different situation, Steve does not offer any “cookie cutter” packages.

Instead, he offers a variety of ways to be a great resource to his coaching clients, and those can involve some of these methods or pieces of content.

One of the keys will be the book, Family Champions and Champion Families, by Joshua Nacht.

In addition, check below for a few other possibilities, to be discussed with coaching clients as and when appropriate.

Family Continuity BluePrint

This is a tool developed by Steve to get all family members on the same page.

Family Wealth Continuity

This is a book by David Lansky, that Steve has used as a “textbook” with rising generation clients

SHIFT your Family Business

This is Steve’s first book, from 2014.  It may be useful for some families to introduce some basic family business concepts to certain family members.

Interdependent Wealth

How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions
This is Steve’s upcoming book to be published in 2019, which will certainly be useful to many Family Champions

STOP working in your family BUSINESS,
START working on your business FAMILY

Contact Steve
Can I get more information about Family Champion Coaching?
Of course!
You could email, call or visit Steve’s website:
call: 450-923-9393
Of, better yet, you can book a Free, No obligation, No pressure 30-60 minute call with Steve, by clicking here:

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